Since its launch in 2018 by Wenk, Culver, City, Calif.-based Altruist has grown to serve more than 6,000 advisors. The company has a roughly 6% share of the competitive RIA custody market as of ...

Now known as Veritant, the advisor rankings and events business has accelerated its public return, now planning to publish its RIA rankings with Forbes in December.

Debbie Mitchell, director of Aberdeen-based advice firm Atholl Scott Financial Services, has been appointed as president of the Chartered Insurance Institute (CII). Mitchell, who was previously deputy ...

Marc Lipschultz, co-CEO of Blue Owl Capital, says the asset class has passed a ‘stress test’ after a year of challenges saw write-downs, bankruptcies and redemption pressure hit evergreen funds.

Through the deal, Nevis will serve as the enterprise AI platform across Focus’ various internal hubs, the largest of which is roughly $182bn RIA Focus Partners Wealth.

Willis Tower Watson (WTW) gatekeeper Paula Robinson has left the firm to join Commonfund as a managing director, Citywire has learned.

In a year that saw the landmark listing of Elon Musk’s rocket company SpaceX, for $1.8tn, the FTSE 250 trust grew its net asset value (NAV) by 102.9%, while the shares rocketed 119.4%.

PSG’s share price has gained 22% over the past year, or 25.1% if dividends are included. This compared with the benchmark FTSE/JSE All Share index’s 6.3% decline over the same period.

Hamilton Lane has named Hartley Rogers co-CEO alongside Juan Delgado-Moreira, with Erik Hirsch (pictured) transitioning from the role to become executive co-chair. Rogers, who has served on Hamilton ...

Citywire South Africa hosted its fifth annual discretionary fund manager (DFM) awards on Wednesday evening at the Mount ...

The winners told Citywire South Africa what the win means to them and how they intend to capitalise on their recent success.

Recently hired Lauri Tynys told Selector how the Finnish wealth manager is looking to grow the business and explains his ...